| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 182,356 | 4,683,000 | 54.04% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 79,475 | 2,040,918 | 23.55% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 50,590 | 1,299,000 | 14.99% | ||
| 4 | HANCOCK WHITNEY CORP | 13,141 | 337,000 | 3.89% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,230 | 288,000 | 3.32% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 700 | 18,000 | 0.21% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
